Anaplan Features
What are the features of Anaplan?
Platform
- Customization
- Integration APIs
- Internationalization
- User, Role, and Access Management
- Performance
- Mobility
- Reporting
- Dashboards
Budget Creation
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
Forecasting
- Historical Data
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Anaplan Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 154 reviewers of Anaplan have provided feedback on this feature. | 91% (Based on 154 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 147 reviewers of Anaplan have provided feedback on this feature. | 77% (Based on 147 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 136 Anaplan reviews. | 77% (Based on 136 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 155 Anaplan reviews. | 87% (Based on 155 reviews) | |
Performance | As reported in 156 Anaplan reviews. Is consistently available (uptime) and allows users to complete tasks reliably. | 87% (Based on 156 reviews) | |
Mobility | Is accessible from a mobile device and by users on the go. 139 reviewers of Anaplan have provided feedback on this feature. | 76% (Based on 139 reviews) | |
Reporting | Provides analytics tools that reveal important business metrics and track progress. 152 reviewers of Anaplan have provided feedback on this feature. | 79% (Based on 152 reviews) | |
Dashboards | Based on 154 Anaplan reviews. Has a centralized dashboard for users to interact with. | 82% (Based on 154 reviews) | |
Reward Structuring | Define compensation packages and allowance plans within the system. Specify the various components of compensation, including base pay, bonuses, and equity. Structure compensation pools and hierarchies for continual planning. This feature was mentioned in 61 Anaplan reviews. | 82% (Based on 61 reviews) | |
Event Management | As reported in 58 Anaplan reviews. Coordinate new hire, transfer, promotion, and termination events within the system using rules to automatically facilitate the associated compensation adjustments. | 75% (Based on 58 reviews) | |
Workflow Automation | As reported in 63 Anaplan reviews. Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. | 67% (Based on 63 reviews) | |
Compensation History | See feature definition | Access employee compensation history and talent records when evaluating compensation adjustments to inform decision making. This feature was mentioned in 68 Anaplan reviews. | 81% (Based on 68 reviews) |
Automated Compliance | Maintain compliance with corporate policies, state mandates, and federal regulations regarding compensation with built in compliance features, including automated identification and flagging of unapproved behaviors. This feature was mentioned in 57 Anaplan reviews. | 73% (Based on 57 reviews) | |
Performance Management Integration | As reported in 62 Anaplan reviews. Integrate employee performance data from a third-party performance management solution to supplement compensation history and establish pay-for-performance compensation structures. | 79% (Based on 62 reviews) | |
Embedded Analytics | View budgetory allocations across the organization, compensation information related to individual employees or departments, and underlying compensation trends in analytics dashboards embedded in the system. This feature was mentioned in 61 Anaplan reviews. | 77% (Based on 61 reviews) | |
Reporting Capabilities | Create standard and ad-hoc reports of compensation data within the system. Trends and other graphical representations of data displayed by analytics dashboards can be included in reports. 70 reviewers of Anaplan have provided feedback on this feature. | 79% (Based on 70 reviews) | |
Compensation Data Management | See feature definition | Easily import data into or export data from the system, and access employee compensation data quickly within the system. Create compensation hierarchies so that managers can access relevant team information. This feature was mentioned in 65 Anaplan reviews. | 84% (Based on 65 reviews) |
Internationalization | As reported in 63 Anaplan reviews. Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. | 74% (Based on 63 reviews) |
Workforce Management Platform Features
Labor Forecasting | See feature definition | Predict the number and types of employees necessary to meet anticipated demand to control labor costs. 110 reviewers of Anaplan have provided feedback on this feature. | 85% (Based on 110 reviews) |
Shift Scheduling | See feature definition | Based on 93 Anaplan reviews. Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. | 73% (Based on 93 reviews) |
Absence & Leave Management | As reported in 92 Anaplan reviews. Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform. | 74% (Based on 92 reviews) | |
Skills Management | As reported in 92 Anaplan reviews. Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions. | 78% (Based on 92 reviews) | |
Succession Planning | Based on 87 Anaplan reviews. Identify high performing employees with potential to be promoted with minimal development. | 78% (Based on 87 reviews) | |
Workforce Analytics | Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management. 105 reviewers of Anaplan have provided feedback on this feature. | 86% (Based on 105 reviews) | |
Mobile Shift Scheduling | Managers and employees can create or claim available work shifts and receive notifications on their mobile device. 82 reviewers of Anaplan have provided feedback on this feature. | 65% (Based on 82 reviews) | |
Team Communication | Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests. 91 reviewers of Anaplan have provided feedback on this feature. | 72% (Based on 91 reviews) |
Incentives
Badges | Based on 76 Anaplan reviews and verified by the G2 Product R&D team. Assigns achievement badges to high-performing employees based on pre-determined standards. | 73% (Based on 76 reviews) | |
Triggers | Based on 74 Anaplan reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard. | 73% (Based on 74 reviews) | |
Commission Calculator | Based on 79 Anaplan reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates. | 85% (Based on 79 reviews) | |
Leaderboards | Based on 70 Anaplan reviews. Highlights top-performing employees to publicly reward their achievements. | 82% (Based on 70 reviews) |
Personalization
Profiles | Based on 70 Anaplan reviews. Creates user profiles similar to social media pages that display private or public statuses and updates. | 70% (Based on 70 reviews) | |
Custom Reports | Based on 92 Anaplan reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance. | 83% (Based on 92 reviews) | |
Dashboards | Based on 94 Anaplan reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 84% (Based on 94 reviews) | |
Goal Setting | Based on 83 Anaplan reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool. | 86% (Based on 83 reviews) |
Administrative
Integration | Based on 89 Anaplan reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 82% (Based on 89 reviews) | |
Employee Structure | Based on 88 Anaplan reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 83% (Based on 88 reviews) | |
Behavior Monitoring | Based on 69 Anaplan reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 64% (Based on 69 reviews) |
Financial Insight
Budgeting | Based on 92 Anaplan reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come. | 93% (Based on 92 reviews) | |
Forecasting | Based on 95 Anaplan reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline. | 93% (Based on 95 reviews) | |
Planning | Based on 95 Anaplan reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. | 94% (Based on 95 reviews) |
Data
Data Visualization | Based on 93 Anaplan reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. | 76% (Based on 93 reviews) | |
Data Analysis | Based on 92 Anaplan reviews and verified by the G2 Product R&D team. Scours data for actionable insights. | 82% (Based on 92 reviews) | |
Custom Reporting | Based on 82 Anaplan reviews. Allows users to customize their own reports according to business needs. | 79% (Based on 82 reviews) | |
Reporting Templates | Based on 88 Anaplan reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions. | 66% (Based on 88 reviews) |
Status Communication
Collaboration | Based on 87 Anaplan reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users. | 81% (Based on 87 reviews) | |
Version Control | Based on 93 Anaplan reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. | 86% (Based on 93 reviews) | |
Real-Time Data Updates | Based on 93 Anaplan reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. | 86% (Based on 93 reviews) | |
Scorecards | Based on 82 Anaplan reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board. | 80% (Based on 82 reviews) |
Analytics
Forecasting - Supply Chain Planning | Analyzes aggregated supply chain and shipping data to gain predictive insight 75 reviewers of Anaplan have provided feedback on this feature. | 86% (Based on 75 reviews) | |
Asset Tracking - Supply Chain Planning | As reported in 72 Anaplan reviews. Monitors and tracks the physical status of goods and materials | 81% (Based on 72 reviews) | |
Data Collection - Supply Chain Planning | Based on 73 Anaplan reviews. Aggregates and centralizes data regarding product movement, materials management, and financial information | 84% (Based on 73 reviews) | |
Business Reporting - Supply Chain Planning | Generates reports that identify KPIs and other relevant metrics This feature was mentioned in 73 Anaplan reviews. | 84% (Based on 73 reviews) | |
Variance Analysis | Based on 119 Anaplan reviews. Project out as the year progresses to accommodate trends that affect key business drivers. | 86% (Based on 119 reviews) | |
Forecasts Comparison | Based on 120 Anaplan reviews. compare Income Statement, Balance Sheet, and Cash Flow for multiple periods | 87% (Based on 120 reviews) | |
Forward Looking | Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data 115 reviewers of Anaplan have provided feedback on this feature. | 90% (Based on 115 reviews) |
Warehouse Management
Sales and Operations Planning - Supply Chain Planning | Provides comprehensive visibility and oversight into supply chain operations 73 reviewers of Anaplan have provided feedback on this feature. | 86% (Based on 73 reviews) | |
Production Planning - Supply Chain Planning | Provides inventory scheduling and inventory management functionalities This feature was mentioned in 75 Anaplan reviews. | 84% (Based on 75 reviews) | |
Workforce Management - Supply Chain Planning | Provides employee scheduling and employee management functionalities This feature was mentioned in 72 Anaplan reviews. | 84% (Based on 72 reviews) | |
Process Automation - Supply Chain Planning | Automates the tracking and recording of activities within the entire supply chain lifecycle 71 reviewers of Anaplan have provided feedback on this feature. | 81% (Based on 71 reviews) |
Collaborate
Optimization | As reported in 106 Anaplan reviews. Plan and optimize resources effectively. | 83% (Based on 106 reviews) | |
Supply Chain Planning | Based on 95 Anaplan reviews. Create supply plans based on things such as predicted demand, capacity, and material availability | 86% (Based on 95 reviews) |
Logistics
Warehouse Optimization | Based on 85 Anaplan reviews. Plan warehouse activity to execute adjustments to sales and inventory targets | 79% (Based on 85 reviews) | |
Inventory Targets | As reported in 88 Anaplan reviews. Establish inventory targets based on changes to the sales plan | 86% (Based on 88 reviews) | |
Procurement Planning | As reported in 87 Anaplan reviews. Ability to figure out what products to buy and when to buy them. | 84% (Based on 87 reviews) |
Budget Creation
Data Import | As reported in 125 Anaplan reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data | 85% (Based on 125 reviews) | |
Budget Hierarchies | Define budget structure elements and how they are linked hierarchically 124 reviewers of Anaplan have provided feedback on this feature. | 88% (Based on 124 reviews) | |
Versioning | Based on 125 Anaplan reviews. Keeps track of all versions of a budget and allows users to compare versions | 87% (Based on 125 reviews) | |
Formulas | Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues 125 reviewers of Anaplan have provided feedback on this feature. | 91% (Based on 125 reviews) | |
What-If | Test the potential financial impact of business decisions on revenues and expenses 123 reviewers of Anaplan have provided feedback on this feature. | 87% (Based on 123 reviews) | |
Budget Periods | Users can customize standard budget periods (3, 9, or 12 months) This feature was mentioned in 121 Anaplan reviews. | 90% (Based on 121 reviews) |
Budget Management
Consolidation | Consolidate multiple budgets from different departments or business entities This feature was mentioned in 120 Anaplan reviews. | 82% (Based on 120 reviews) | |
Adjustments | As reported in 120 Anaplan reviews. Users with administrative access rights can modify budgets | 88% (Based on 120 reviews) | |
Workflows | Workflows are used to define the steps required to alter budgets and who needs to approve changes This feature was mentioned in 118 Anaplan reviews. | 73% (Based on 118 reviews) |
Forecasting
Historical Data | Forecasting is based on past transactions and historical financial or operational data This feature was mentioned in 121 Anaplan reviews. | 83% (Based on 121 reviews) | |
Reforecast | As reported in 119 Anaplan reviews. Ability to recreate forecasts to include new information that may impact budgets | 89% (Based on 119 reviews) | |
Forecast Types | Support multiple types of forecasts such as balance sheet and cash flow forecasts 118 reviewers of Anaplan have provided feedback on this feature. | 87% (Based on 118 reviews) | |
Rolling Forecasts | As reported in 120 Anaplan reviews. Used to review and update budgeting assumptions for a predefined period (usually one year) | 89% (Based on 120 reviews) | |
AI | As reported in 92 Anaplan reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns | 57% (Based on 92 reviews) |
Reconciliation
Consolidation | Data from multiple systems can be centralized into a single repository | Not enough data | |
Management | Financial information can be imported from multiple sources such as spreadsheets, text files, or databases | Not enough data | |
Accounting | Match invoices, payments, and bank statement information | Not enough data |
Reporting
Report Types | Provide multiple types of reports such as point-in-time snapshot reports, or year over year | Not enough data | |
Standard | Offers standard financial reports out of the box | Not enough data | |
Custom | Allows users to edit reports and to combine multiple reports | Not enough data |
Closing Process
Audit | Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals. | Not enough data | |
Journal Entries | Adjusts journal entries in order to have an accurate balance sheet and income statement | Not enough data | |
Distribution | Financial statements and statistical reports (such as KPI) can be assembled into financial packages | Not enough data |
Financial Planning
Extended Planning | Based on 86 Anaplan reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR. | 91% (Based on 86 reviews) | |
Reporting | Based on 90 Anaplan reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets. | 81% (Based on 90 reviews) | |
Integration | Based on 91 Anaplan reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution. | 80% (Based on 91 reviews) |
Benchmarking and Equity - Compensation Management
Benchmarking Data | Displays and compares pay equity information, comparing the parity of pay across demographics. This feature was mentioned in 40 Anaplan reviews. | 74% (Based on 40 reviews) | |
Pay Equity | As reported in 40 Anaplan reviews. Comes with native pay equity module or capabilities. | 68% (Based on 40 reviews) | |
Salary Bands | Facilitates organizing workers into salary bands and comparing or contrasting across different levels in the organization. This feature was mentioned in 39 Anaplan reviews. | 81% (Based on 39 reviews) |
Sales Performance Features - Sales Planning
Account Scoring | Provides ability to score accounts based on potential revenue to prioritize accordingly. 22 reviewers of Anaplan have provided feedback on this feature. | 83% (Based on 22 reviews) | |
Revenue Planning | Provides ability to structure topline revenue goals. 22 reviewers of Anaplan have provided feedback on this feature. | 89% (Based on 22 reviews) | |
Account Segmentation | As reported in 21 Anaplan reviews. Segment accounts based on ideal customer profile and business objectives. | 86% (Based on 21 reviews) | |
Sales Performance | Based on 23 Anaplan reviews. Ability to monitor plan performance data to identify deviations and course correct for rep and business unit. | 88% (Based on 23 reviews) | |
Sales Forecasting | Forecast sales data for sales teams, individual reps, territories, or products. 24 reviewers of Anaplan have provided feedback on this feature. | 90% (Based on 24 reviews) | |
Integrations | Integrates with a variety of business systems to pull in relevant data and make data-driven decisions. 25 reviewers of Anaplan have provided feedback on this feature. | 81% (Based on 25 reviews) | |
Scenario Modeling | Abilty to create and run "what-if" scenario modeling to inform business decisions. 24 reviewers of Anaplan have provided feedback on this feature. | 90% (Based on 24 reviews) |
Territory Management - Sales Planning
Territory Management | Ability to manage distribution of territories and alter segmentation and coverage to meet business goals. This feature was mentioned in 24 Anaplan reviews. | 88% (Based on 24 reviews) | |
Territory Planning | As reported in 24 Anaplan reviews. Define territories to ensure optimized market coverage and allocate resources appropriately. | 90% (Based on 24 reviews) |
Quota & Capacity Management - Sales Planning
Quota Management | Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes. This feature was mentioned in 23 Anaplan reviews. | 90% (Based on 23 reviews) | |
Capacity Management | Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth. This feature was mentioned in 23 Anaplan reviews. | 88% (Based on 23 reviews) | |
Quota Planning | Design quota targets based on factors such as account size, rep performance, and pipeline needs. This feature was mentioned in 24 Anaplan reviews. | 88% (Based on 24 reviews) |
